GA
DOC icon

GoalVest Advisory’s Healthpeak Properties DOC Stock Holding History

GoalVest Advisory’s Portfolio DOC Stock Details DOC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$9.13K Buy
+457
New +$9.7K ﹤0.01% 462
2026
Q1 		– Sell
-1,501
Closed -$24.1K – 473
2025
Q4 		$24.1K Buy
+1,501
New +$26.5K ﹤0.01% 327
2025
Q2 		– Sell
-20
Closed -$404 – 410
2025
Q1 		$404 Buy
+20
New +$405 ﹤0.01% 381
2022
Q2 		– Sell
-7
Closed – – 361
2022
Q1 		$0 Buy
+7
New +$236 ﹤0.01% 399

Other funds holding DOC

PDN
Pensionfund DSM Netherlands Sittard, Netherlands $170M AUM 7.16% 1-Year Est. Return
PS
Pensionfund Sabic Sittard, Netherlands $82.9M AUM 10.69% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MGI
Miller Global Investments Dallas, Texas $124M AUM 25.7% 1-Year Est. Return
PC
Parrish Capital Kennesaw, Georgia $103M AUM 35.11% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return

GoalVest Advisory's DOC Position: Q3 2026 in Review

GoalVest Advisory opened a new position in Healthpeak Properties (DOC) in Q3 2026: 457 shares worth $9.13K. The stake represents ﹤0.01% of the portfolio and ranks #462 among its holdings. This is a return to the name: GoalVest Advisory previously reported a position in DOC as recently as Q4 2025.

GoalVest Advisory first reported a position in DOC in Q1 2022 and has held it in 4 quarters since. The position peaked at $24.1K in Q4 2025. 20 funds tracked by Wall St. Rank hold DOC as of Q3 2026.

  • GoalVest Advisory held 457 shares of Healthpeak Properties worth $9.13K as of Q3 2026.
  • Healthpeak Properties was a new GoalVest Advisory position in Q3 2026.
  • Healthpeak Properties made up ﹤0.01% of GoalVest Advisory's portfolio in Q3 2026, its #462 holding.
  • GoalVest Advisory first reported a position in Healthpeak Properties in Q1 2022 and has held it in 4 quarters since.
  • GoalVest Advisory's Healthpeak Properties position peaked at $24.1K in Q4 2025.
  • 20 funds tracked by Wall St. Rank held Healthpeak Properties as of Q3 2026.

Based on GoalVest Advisory's 13F filing for Q3 2026, filed 2 Oct 2026.